Atria Investments LLC Incresed Positions in Q3 2024

Atria Investments LLC

  • $7.56 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LQD
Ishares Iboxx $ Investment Gra

ETFs
419K
+ 1491.35%
$106.11 - $113.72 $44.4M - $47.6M
447K $50.5M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
980K
+ 224.21%
$23.25 - $24.3 $22.8M - $23.8M
1.42M $34.1M
EFV
Msci Eafe Value ETF

ETFs
382K
+ 112.7%
$51.72 - $57.96 $19.7M - $22.1M
720K $41.4M
AVUV
American Centy ETF Tr Avantis

ETFs
188K
+ 270.98%
$88.24 - $99.7 $16.6M - $18.8M
258K $24.7M
AAPL
Apple Inc.

Technology
13.9K
+ 3.1%
$207.23 - $234.82 $2.88M - $3.26M
461K $107M
ORCL
Oracle Corp

Technology
38.1K
+ 17.73%
$125.9 - $170.35 $4.79M - $6.49M
253K $43.1M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
216K
+ 17.21%
$44.83 - $47.42 $9.67M - $10.2M
1.47M $69.2M
META
Meta Platforms, Inc.

Communication Services
503
+ 0.42%
$453.41 - $572.44 $228K - $288K
121K $69.3M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
276K
+ 252.56%
$28.1 - $29.89 $7.74M - $8.24M
385K $11.5M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
88.4K
+ 53.41%
$75.88 - $83.21 $6.71M - $7.35M
254K $21.1M
JBBB
Janus Detroit Str Tr Henderson

ETFs
143K
+ 748.32%
$48.27 - $49.33 $6.92M - $7.07M
163K $7.96M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
115K
+ 314.96%
$48.51 - $52.86 $5.6M - $6.1M
152K $8.04M
GBIL
Goldman Sachs Access Treasury

ETFs
60.4K
+ 41.0%
$99.7 - $100.3 $6.02M - $6.05M
208K $20.8M
KO
Coca Cola CO

Consumer Defensive
40.6K
+ 15.66%
$62.69 - $73.01 $2.55M - $2.97M
300K $21.6M
ABBV
Abb Vie Inc.

Healthcare
3.07K
+ 1.83%
$163.84 - $199.33 $502K - $611K
171K $33.7M
ACN
Accenture PLC

Technology
3.32K
+ 4.61%
$295.44 - $355.81 $981K - $1.18M
75.3K $26.6M
MA
Mastercard Inc

Financial Services
1.04K
+ 1.31%
$429.6 - $500.99 $448K - $522K
80.6K $39.8M
IBM
International Business Machines Corp

Technology
4.11K
+ 5.28%
$175.1 - $223.38 $720K - $919K
82K $18.1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
2.43K
+ 5.2%
$531.86 - $624.21 $1.29M - $1.52M
49.2K $30.5M
GLD
Spdr Gold Trust

ETFs
9.84K
+ 13.88%
$215.56 - $246.98 $2.12M - $2.43M
80.7K $19.6M
SBUX
Starbucks Corp

Consumer Cyclical
13.5K
+ 9.33%
$72.51 - $98.6 $977K - $1.33M
158K $15.4M
TLT
Ishares Barclays 20+ Year Trea

ETFs
25.5K
+ 9.89%
$89.91 - $101.33 $2.29M - $2.58M
283K $27.8M
JNJ
Johnson & Johnson

Healthcare
5.43K
+ 2.75%
$145.48 - $167.38 $789K - $908K
203K $32.9M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
55.2K
+ 17.34%
$56.04 - $62.99 $3.1M - $3.48M
374K $22.8M
NOW
Service Now, Inc.

Technology
1.26K
+ 4.96%
$730.87 - $937.36 $918K - $1.18M
26.6K $23.8M
MCD
Mcdonalds Corp

Consumer Cyclical
1.75K
+ 2.67%
$245.82 - $304.51 $430K - $533K
67.2K $20.4M
SHOP
Shopify Inc.

Technology
22.8K
+ 16.84%
$52.26 - $80.75 $1.19M - $1.84M
158K $12.7M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
141K
+ 42.37%
$22.38 - $23.66 $3.15M - $3.33M
473K $11.1M
DHI
Horton D R Inc

Consumer Cyclical
3.54K
+ 6.41%
$135.21 - $197.06 $479K - $698K
58.8K $11.2M
QUAL
Ishares Msci Usa Quality Facto

ETFs
6.74K
+ 2.6%
$162.64 - $179.3 $1.1M - $1.21M
266K $47.7M
AVGO
Broadcom Inc.

Technology
267K
+ 896.63%
$136.27 - $1745.86 $36.4M - $467M
297K $51.3M
SHW
Sherwin Williams CO

Basic Materials
1.14K
+ 3.29%
$294.65 - $384.0 $336K - $439K
35.8K $13.7M
MSCI
Msci Inc.

Financial Services
3.1K
+ 21.93%
$479.31 - $584.91 $1.49M - $1.82M
17.3K $10.1M
USB
Us Bancorp \De\

Financial Services
35.9K
+ 14.44%
$39.04 - $47.23 $1.4M - $1.7M
285K $13M
PLD
Prologis, Inc.

Real Estate
14.6K
+ 16.15%
$111.95 - $132.43 $1.63M - $1.93M
105K $13.2M
PYPL
Pay Pal Holdings, Inc.

Financial Services
15.7K
+ 17.07%
$57.22 - $80.08 $901K - $1.26M
108K $8.42M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
9.55K
+ 12.85%
$210.25 - $231.86 $2.01M - $2.21M
83.9K $18.7M
NFLX
Netflix Inc

Communication Services
1.77K
+ 3.6%
$598.55 - $722.26 $1.06M - $1.28M
51K $36.2M
SPTS
Spdr Portfolio Short Term Trea

ETFs
98.9K
+ 305.1%
$28.75 - $29.46 $2.84M - $2.91M
131K $3.86M
LMT
Lockheed Martin Corp

Industrials
843
+ 4.1%
$460.3 - $584.56 $388K - $493K
21.4K $12.5M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
38.7K
+ 88.37%
$63.28 - $70.06 $2.45M - $2.71M
82.4K $5.78M
V
Visa Inc.

Financial Services
1.27K
+ 0.63%
$253.74 - $291.56 $323K - $371K
203K $55.8M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
51K
+ 20.96%
$44.9 - $47.55 $2.29M - $2.43M
294K $13.9M
CTA
Simplify Exch Traded Fds Simpl

ETFs
109K
+ 939.54%
$25.73 - $27.07 $2.8M - $2.94M
120K $3.13M
FLRN
Spdr Bloomberg Investment Grad

ETFs
88.6K
+ 65.12%
$30.55 - $30.85 $2.71M - $2.73M
225K $6.93M
ADP
Automatic Data Processing Inc

Industrials
1.06K
+ 1.69%
$233.44 - $279.45 $247K - $296K
63.5K $17.6M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
10.5K
+ 1.24%
$44.24 - $49.47 $465K - $520K
858K $42.5M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
14.9K
+ 136.81%
$152.9 - $180.39 $2.28M - $2.69M
25.8K $4.51M
ABT
Abbott Laboratories

Healthcare
9.32K
+ 6.06%
$100.07 - $118.13 $933K - $1.1M
163K $18.6M
Activity Summary
Buys All Purchases 1021 New Holdings 170 Increased Positions 851 Sells All Sells 872 Reductions 872 Sold out 0 Options Calls 0 Puts 0
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